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CIK: 0001831316
Total reported value
$355.3M
$355.3M
1119 檔
29.5%
In Q4 2024, Rise Advisors, LLC's U.S. equity holdings reached a combined market value of $355.3M, distributed across 1119 disclosed stock positions.
In Q4 2024, Rise Advisors, LLC adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, DFCF) accounted for 29.5% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 1119 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 14.09% | -1.93% | +6.56% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 13.80% | -1.51% | +3.82% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 11.59% | -0.02% | +10.73% | |
| 4 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 6.21% | — | -3.00% | |
| 5 | VNLA | Janus Henderson Short Durati | ETF-Other | 4.66% | -0.74% | -13.50% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 4.23% | — | -0.56% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 2.53% | — | -5.38% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 2.30% | -0.01% | -0.96% | |
| 9 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.80% | — | -6.62% | |
| 10 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.63% | — | -17.74% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | -0.12% | -6.61% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.18% | -0.44% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | -0.06% | +0.02% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.24% | +0.23% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.77% | -0.17% | +18.22% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | -0.01% | -0.81% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.54% | -0.04% | +0.28% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | -0.04% | +0.56% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.59% | EXIT | |
| 20 | TMP | Tompkins Financial CORP | Stock-Other | 0.52% | -0.01% | -0.05% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.51% | -0.12% | -4.45% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.04% | -1.96% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.49% | -0.07% | +2.13% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.08% | -0.58% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.03% | +2.29% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -0.02% | +13.86% | |
| 27 | PAYX | Paychex Inc | Stock-Tech | 0.33% | -0.01% | -7.79% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.08% | -2.24% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.31% | -0.04% | -2.67% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.30% | +2.04% | +1.01% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.28% | +0.05% | -3.88% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.27% | — | -8.87% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.27% | -0.04% | +0.93% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.27% | -0.01% | -4.08% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | — | +2.95% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.26% | -0.01% | -0.42% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.26% | -0.05% | -9.59% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.25% | +0.05% | -3.56% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | -0.03% | -0.92% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | -0.02% | +1.07% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.24% | -0.03% | +0.11% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.23% | -0.02% | -7.37% | |
| 43 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.23% | -0.02% | -1.34% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.23% | -0.03% | -0.73% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | -0.03% | +0.86% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.22% | -0.02% | -9.63% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.22% | -0.05% | -5.87% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.06% | -1.15% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.21% | -0.02% | -1.44% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | -0.02% | -12.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.4% | +3.82% | Add |
| 2 | DFCF | Dimensional Core Fixed Inc | +0.7% | +10.73% | Add |
| 3 | VTV | Vanguard Value ETF | +0.5% | +6.56% | Add |
| 4 | TSLA | Tesla Inc | +0.2% | -1.96% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.2% | +0.02% | Add |
| 6 | JPST | Jpmorgan Ultra-short Income | +0.1% | +18.22% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | -0.81% | Trim |
| 8 | TMP | Tompkins Financial CORP | +0.1% | -0.05% | Trim |
| 9 | AVGO | Broadcom Inc | +0.1% | +2.95% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +2.29% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | -6.61% | Trim |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.86% | Add |
| 13 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 14 | XLV | Ss Health Care Select Sector | 0% | +46.26% | Add |
| 15 | BA | Boeing Co/the | 0% | +0.11% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.56% | Add |
| 17 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 18 | BAC | Bank Of America CORP | 0% | -0.42% | Trim |
| 19 | NFLX | Netflix Inc | 0% | -2.88% | Trim |
| 20 | JNJ | Johnson & Johnson | 0% | -1.15% | Trim |
| 21 | MSFT | Microsoft CORP | 0% | -0.44% | Trim |
| 22 | UPS | United Parcel Service-cl B | 0% | -22.34% | Trim |
| 23 | UNH | Unitedhealth Group Inc | 0% | -0.16% | Trim |
| 24 | SO | Southern Co/the | 0% | -0.73% | Trim |
| 25 | LYB | LyondellBasell Industries N.V. | 0% | -4.41% | Trim |
| 26 | LLY | Eli Lilly & Co | 0% | +1.07% | Add |
| 27 | STZ | Constellation Brands Inc-a | 0% | -11.95% | Trim |
| 28 | ED | Consolidated Edison Inc | 0% | -4.61% | Trim |
| 29 | CAT | Caterpillar Inc | 0% | -3.56% | Trim |
| 30 | IDXX | Idexx Laboratories Inc | 0% | -3.89% | Trim |
| 31 | IJH | Ishares Core S&p Midcap ETF | 0% | -8.87% | Trim |
| 32 | IEFA | Ishares Core Msci Eafe ETF | 0% | -15.46% | Trim |
| 33 | XOM | Exxon Mobil CORP | 0% | -0.26% | Trim |
| 34 | MCD | Mcdonald's CORP | 0% | -9.59% | Trim |
| 35 | HD | Home Depot Inc | 0% | -12.27% | Trim |
| 36 | AMGN | Amgen Inc | 0% | -17.05% | Trim |
| 37 | PSA | Public Storage | -0.1% | -8.63% | Trim |
| 38 | DOW | Dow Inc | -0.1% | -24.34% | Trim |
| 39 | KO | Coca-cola Co/the | -0.1% | -5.87% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.1% | -22.41% | Trim |
| 41 | IXUS | Ishares Core Intl Stock ETF | -0.1% | -35.16% | Trim |
| 42 | FTEC | Fidelity Msci Info Tech Indx | -0.1% | -30.67% | Trim |
| 43 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 44 | MRK | Merck & Co. Inc. | -0.1% | -9.63% | Trim |
| 45 | VBR | Vanguard Small-cap Value ETF | -0.1% | -64.37% | Trim |
| 46 | XLI | Ss Industrial Select Sector | -0.1% | -0.96% | Trim |
| 47 | PYPL | Paypal Holdings Inc | -0.2% | -17.74% | Trim |
| 48 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | -0.3% | -6.62% | Trim |
| 49 | JMBS | Janus Henderson Mortg Backed | -0.5% | -3.00% | Trim |
| 50 | VNLA | Janus Henderson Short Durati | -0.7% | -13.50% | Trim |
According to official SEC Form 13F filings, Rise Advisors, LLC reported a total U.S. public equity portfolio value of $355.3M across 1119 disclosed positions in Q4 2024.
During Q4 2024, Rise Advisors, LLC's top holdings by market value included VTV (14.1%)、VUG (13.8%)、DFCF (11.6%). The largest single position, VTV, represented 14.1% of total portfolio value.
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Top New Position Initiated
ANET
市值: $85.7K
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $128.2K
In Q4 2024, Rise Advisors, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 12 positions, trimming 35 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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